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26. The Hidden Role of Shame in Financial Planning: Practical Tools for Advisors to Create Client Breakthroughs with Nathan Astle

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Content provided by Ashley Quamme. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ashley Quamme or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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Is an invisible emotional barrier preventing your clients from following through on their financial plans? In this episode, Certified Financial Therapist™ and founder of the Financial Therapy Clinical Institute, Nathan Astle, reveals how unaddressed financial shame often lurks beneath surface-level resistance and avoidance behaviors. Unlike guilt (which can motivate positive change), shame convinces clients they are fundamentally flawed, creating a cycle of defensiveness and inaction that sabotages even the most technically sound financial strategies.

Through personal stories and evidence-based insights, Nathan provides a practical framework for identifying shame triggers, asking powerful questions that build safety, and creating the warm, judgment-free environment where true financial transformation becomes possible. Discover why statements like "this should be doable" can unintentionally deepen shame, and learn specific conversation strategies that help clients move from "I am bad with money" to making meaningful financial progress.

Key Takeaways:

  1. Recognize Financial Shame vs. Guilt in Client Behavior - Financial shame isn't about a client's actions but about their self-perception.
  2. Create a Shame-Reducing Environment Through Language and Questions - Replace "should" statements with warmth-building questions like "How confident do you feel about this plan?"
  3. Address Gender and Entrepreneurial Money Shame Patterns - Financial shame often manifests differently across genders, with men frequently experiencing shame around earning capacity and women around spending habits.

Resources and Guest Information:

Connect with Ashley:

  continue reading

26 episodes

Artwork
iconShare
 
Manage episode 487063214 series 3584213
Content provided by Ashley Quamme. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ashley Quamme or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Text us to share what you found helpful!

Is an invisible emotional barrier preventing your clients from following through on their financial plans? In this episode, Certified Financial Therapist™ and founder of the Financial Therapy Clinical Institute, Nathan Astle, reveals how unaddressed financial shame often lurks beneath surface-level resistance and avoidance behaviors. Unlike guilt (which can motivate positive change), shame convinces clients they are fundamentally flawed, creating a cycle of defensiveness and inaction that sabotages even the most technically sound financial strategies.

Through personal stories and evidence-based insights, Nathan provides a practical framework for identifying shame triggers, asking powerful questions that build safety, and creating the warm, judgment-free environment where true financial transformation becomes possible. Discover why statements like "this should be doable" can unintentionally deepen shame, and learn specific conversation strategies that help clients move from "I am bad with money" to making meaningful financial progress.

Key Takeaways:

  1. Recognize Financial Shame vs. Guilt in Client Behavior - Financial shame isn't about a client's actions but about their self-perception.
  2. Create a Shame-Reducing Environment Through Language and Questions - Replace "should" statements with warmth-building questions like "How confident do you feel about this plan?"
  3. Address Gender and Entrepreneurial Money Shame Patterns - Financial shame often manifests differently across genders, with men frequently experiencing shame around earning capacity and women around spending habits.

Resources and Guest Information:

Connect with Ashley:

  continue reading

26 episodes

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